Trump's presidency could make for troubling outcomes Michael Collins Investment Commentator In 1988, Donald Trump paid US$407 million (A$545 million) for New York’s elegant Plaza Hotel, which he boasted was the “Mona Lisa” of hotels. As a New Yorker, Trump ... Read more
Where are we in the global investment cycle? What does this mean for investors? —By Dr Shane Oliver, Chief Economist for AMP Capital
09 February 2017 Key points We are still a long way from the peak in the investment cycle. There is little sign of economic excess globally: underlying inflation is low; spare capacity remains; there is no sign of overinvestment; credit growth is modest; monetary conditions are not ... Read more
Into the Unknown — by Joachim Fels, Andrew Balls, PIMCO
We assess three global economic scenarios for 2017. A U.S. President-elect Donald Trump, a euphoric market response and a resounding “No” to Italian constitutional reform – the stage was perfectly set for lively discussions when PIMCO’s investment professionals gathered in Newport Beach or in front ... Read more
Is Donald Trump’s honeymoon with investors over? —Dr.Shane Oliver, Chief Economist of AMP Capital
02 February 2017 Key points Donald Trump’s presidency comes with greater than normal risks. But his policy announcements should improve in quality over time and pragmatic pro-growth policies are likely to ultimately dominate populist policies. However, the Trump honeymoon with ... Read more
Market Perspective by Perennial Value
Please click on the link below to read this article. http://www.perennial.net.au/__data/assets/pdf_file/0007/12679/Perspective-December-doc-for-web-23rd-January-2017.pdf ... Read more
TELECOMS: KEEPING PACE WITH THE FOURTH INDUSTRIAL REVOLUTION — Prof Klaus Schwab, 2016. The Fourth Industrial Revolution.
Look around and you can see how technology has changed the way we live our lives, even as recently as five years ago. The pace of change from here is expected to be exponential. Mobility and connectivity have become a must have in human lives and we are just at the start of the Fourth Industrial ... Read more
Review of 2016, outlook for 2017 – looking better despite the political noise —By Dr Shane Oliver, Chief Economist of AMP Capital
08 December 2016 Key points 2016 started badly for investors with worries about global growth and deflation. But global growth turned out okay &, despite political events, rising bond yields & disappointing Australian growth, the end result has been a constrained but okay ... Read more
Brexit, Trump…Itexit, Le Pen, Eurozone break-up…or is Europe different? Implications for investors —by Dr Shane Oliver, Chief Economist, AMP Capital
30 November 2016 Key points Various events – starting with the upcoming Italian referendum on its Senate and elections in the Netherlands, France and Germany next year – will no doubt keep Eurozone break-up fears alive. However, even if the “No” vote wins in the Italian election ... Read more
The 9 (bad) habits of highly ineffective investors – the common mistakes investors make by Dr Shane Oliver, Chief Economist at AMP Capital
24 November 2016 Key points Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong. As investment markets are forward looking its often wise for investors to turn common sense logic on its head. A key way to avoid many of the ... Read more
The US election and investment markets, including implications for Australia —Dr Shane Oliver, Chief Economist at AMP Capital
Key points The smoothest outcome for investors from next Tuesday’s US election would be a Clinton victory but with the Republicans continuing to control the House of Representatives, ie, “more of the same”. However, news of the FBI’s renewed examination of Clinton’s emails means the election ... Read more
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